Tax Services

Complete tax preparation for individuals and businesses, including federal and multi-state returns, partnership and trust returns, sales tax compliance, and amended filings. With dual CPA and Enrolled Agent credentials, you receive expert tax solutions backed by the highest level of professional authority and decades of experience, saving you time and money.

Individual Tax Returns (Federal & Multi-State)

From straightforward W-2 filings to complex portfolios, we prepare federal and multi-state returns with a compliance-first mindset and practical planning baked in.

  • Form 1040 preparation (federal and multi-state)
  • Investments, capital gains, stock options, crypto activity, and self-employment
  • Rental property and real estate reporting
  • Retirement distributions, Roth conversions, and RMDs

Business Tax Returns (All Entity Types)

We prepare business returns across entity types and help owners make smart, defensible tax decisions throughout the year.

  • C-corps (1120), S-corps (1120-S), LLCs, sole proprietors, and nonprofits
  • Deduction strategy and documentation support (e.g., depreciation elections, QBI considerations)
  • Industry experience: entertainment, real estate, retail, professional services, and technology
  • Year-round projections and estimated tax planning

Partnerships and
Real Estate Taxation

Partnership tax is nuanced—especially in real estate. We manage allocations, capital accounts, basis, and the details that drive partner outcomes.

  • Form 1065 preparation and K-1 allocations
  • Multi-tier and special allocation considerations
  • Real estate partnerships, depreciation, and passive activity rules
  • Partnership audit-regime readiness and support